Lead Activity
Create a Follow-Up for a Lead
You can add follow-up for that you created lead.
To add follow up
Enter the details on the follow-up page and save the form
Create a Meeting for a Lead
You can add a Meeting for that you created lead.
To add Meeting
Enter the details on the meeting page and save the form
Create a Call Log for a Lead
You can add a Call Log for that you created a lead.
To add a Call Log
Enter the details in the call log page and save form
Create a Task for a Lead
You can add a Task for that you created lead.
To add task
Enter the details on the task page and save the form
Convert Lead
You can convert the lead into an opportunity
To convert lead
You need to select pipeline, stage and move this lead to the stage. where you want to move in opportunity and click on the save button
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